SO WHAT IS FINANCIAL PLANNING?
Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child's education or planning for retirement.
Financial matters can be complex. Getting help from an expert can make all the difference in achieving an outcome you're happy with. Regardless of market conditions or your stage in life, a planner can be pivotal in meeting your financial goals.
We believe the role of a financial planner is to listen to your needs and goals and tailor their service to help meet them.
To achieve your short, medium and long term financial goals we will deliver:
- ongoing strategic advice
- ongoing investment advice
- capital protection and planning measures including estate planning and risk insurances
It doesn't matter what life stage someone is at, a financial adviser can help them identify and meet their financial goals
LEGAL
Liability limited by a scheme approved under Professional Standards Legislation.
Investngro Pty Ltd ABN 53 113 102 695 trading as Murray Nankivell Financial Planning, is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. Any taxation and accounting services are provided by Murray Nankivell and are not within the authority Count. The information on this web site is not financial product advice and is provided for information only.